Client Associate

We are seeking an enthusiastic and driven Client Associate to join the UBS team. Our ideal candidate should have a passion for providing reliable customer service and an interest in the financial services industry. The successful Client Associate will be responsible for providing exceptional service to our clients by facilitating transactions and maintaining relationships.To be successful in this role, you should have excellent communication and problem-solving skills, as well as a strong understanding of the financial services industry and UBS's products and services. You should be highly organized, able to multi-task, and have a customer-oriented mindset. You should also be comfortable working in a fast-paced environment, with a willingness to take initiative and a commitment to providing the highest quality service.

Responsibilities:

1. Provide exceptional customer service to UBS clients by facilitating transactions and maintaining relationships.
2. Develop a strong understanding of UBS’s products and services and the financial services industry.
3. Handle client inquiries and complaints in a professional and courteous manner.
4. Proactively identify client needs and suggest solutions to meet those needs.
5. Ensure all client transactions are completed in a timely, accurate, and efficient manner.
6. Maintain up-to-date knowledge of UBS policies and procedures.
7. Utilize strong problem-solving and communication skills to resolve client issues.
8. Handle multiple tasks in a fast-paced environment with a high level of accuracy and attention to detail.
9. Collaborate with colleagues to ensure customer satisfaction.
10. Provide administrative support such as data entry and filing.

According to JobzMall, the average salary range for a Client Associate in Bethesda, MD, USA is between $40,000 and $55,000 per year. This range is based on salaries reported by people with this job title in the area. The actual salary offered to a Client Associate in Bethesda, MD, USA may vary depending on qualifications, experience, and other factors.

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.